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City of Boston Utility Coordination Software · City of Boston Utility Coordination Software ......

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City of Boston Utility Coordination Software Getting started The clearance process is one of the most crucial interactions that take place between the City of Boston and the many utility companies, private contractors, and other City agencies. By keeping vigilant and coordinating with each other, together we ensure that the City of Boston’s streets are well maintained while allowing the vital construction that supplies the constituents with their gas, water/sewer, phone, cable, and electricity. Nothing is more embarrassing than a utility company requesting a permit for a street that was only recently paved, for both the utility company as well as the City. Let us all continue working hard to prevent such a mistake. The Public Works Department, Paul Taylor with input from Mark Cardarelli, designed COBUCS to be as User-friendly as possible. Following these simple steps will allow your company to enter its planned work in just a few clicks of the mouse. In order for COBUCS to perform successfully it is dependent upon each of you to enter your company’s projects immediately upon receiving notice of them. Even if your company does not plan to apply for a permit for months or possibly years down the road, enter every project you receive in even the earliest planning stages, because it may be in those months that the City paves the street you wish to work on. With plenty of notice ahead of time on proposed work, the City is better able to coordinate with your company. By using COBUCS to enter proposed work immediately upon notice, your company will be able to view whether the work takes place on a guaranteed street or within the limits of a City Capital Project instantly.
Transcript

City of Boston Utility Coordination Software

Getting started –

The clearance process is one of the most crucial interactions that take place between the City of Boston

and the many utility companies, private contractors, and other City agencies.

By keeping vigilant and coordinating with each other, together we ensure that the City of Boston’s

streets are well maintained while allowing the vital construction that supplies the constituents with their

gas, water/sewer, phone, cable, and electricity.

Nothing is more embarrassing than a utility company requesting a permit for a street that was only

recently paved, for both the utility company as well as the City. Let us all continue working hard to

prevent such a mistake.

The Public Works Department, Paul Taylor with input from Mark Cardarelli, designed COBUCS to be

as User-friendly as possible. Following these simple steps will allow your company to enter its planned

work in just a few clicks of the mouse.

In order for COBUCS to perform successfully it is dependent upon each of you to enter your

company’s projects immediately upon receiving notice of them. Even if your company does not

plan to apply for a permit for months or possibly years down the road, enter every project you

receive in even the earliest planning stages, because it may be in those months that the City paves

the street you wish to work on. With plenty of notice ahead of time on proposed work, the City is

better able to coordinate with your company.

By using COBUCS to enter proposed work immediately upon notice, your company will be able to view

whether the work takes place on a guaranteed street or within the limits of a City Capital Project

instantly.

Signing into COBUCS –

1) Go to the COBUCS web address using your assigned web browser (Internet Explorer,

Firefox, Google Chrome, etc) –

https://pwdapps.cityofboston.gov/cobucs/

2) Once the COBUCS sign-in page has loaded, enter the Username and Password assigned

to you.

A. If you have not been assigned a Username or Password be sure to contact the

Boston Public Works Department to verify that your company has authorized you

for access to the COBUCS program.

B. If your Username or Password does not work, please notify Mark Cardarelli

immediately by emailing him at [email protected].

C. If you forget your Password, please notify Mark Cardarelli immediately by

emailing him.

3) Upon entering your Username and Password, hit the ENTER or RETURN key on your

Keyboard.

Changing your Password –

1) Once you enter COBUCS you will be given four tabs to choose from. Each tab has a

separate function. The first tab, labeled Account Info will bring you to a window that will

allow you to change your Password.

A. It is very important that you change your Password upon entering COBUCS for

the first time.

Changing your Password Con’t –

B. Your new Password should be something only you would know, and something

that you will remember in the future.

C. For security reasons it is recommended that you create a password that is over

seven characters long and contains both letters and numbers.

2) Once you have entered your new password, hit the ENTER or RETURN key.

3) If successfully done, you will be redirected to the starting menu once more and asked to

enter in your Username and Password again. Be sure to use the new password that you

just created.

4) The City of Boston will supply your company with as many User Accounts as needed. To

apply for a User Account please email Mark Cardarelli at [email protected]

5) If you experience any problems opening the Account Info tab please notify Mark

Cardarelli immediately by emailing him at [email protected].

Entering New Work into COBUCS –

1) To enter your company’s proposed and planned work into COBUCS, start by clicking on

the Capital Plan tab located on the starting Menu of COBUCS.

2) Remember, absolutely NO PERMITS shall be issued by the Boston Public Works Permit

Branch until the proposed work has been entered into the COBUCS program.

A. Emergency Permits are not considered Planned Work and are therefore not

required to be entered into COBUCS for activation.

B. On any emergency where the work continues beyond the 24 hour emergency

period, or if the work is put on hold at any point requiring either the use of steel

plates or the backfilling and securing of the work site in cold patch and/or hot mix

asphalt, the Permittee is required to apply for a PWD Permit to continue working

at the location.

C. At any point where a Permittee must apply for a PWD permit, that Permittee will

be responsible to enter the proposed work into COBUCS.

3) If you experience any problems opening the Capital Plans tab please notify Mark

Cardarelli immediately by emailing him at [email protected].

Adding a Proposed Work Segment –

1) After clicking on the Capital Plans tab you will be redirected to your company’s proposed

work list. This list will include all entries made into the COBUCS program by your

company.

A. In the above example no work has been entered, therefore the page is blank. Once

you start to add segments of work to the COBUCS program your proposed work

list will begin to grow.

B. If more than one person is entering proposed work locations for your company, be

sure to press the Refresh Data (see 1 on above figure) icon on the top right of the

COBUCS screen periodically. This will load all locations entered by another party

for your company so that you may see what work has been entered. Once

refreshed, all locations will be available for you to review.

2) To enter a new proposed work location, click on the Add Segment tab at the top left of

the screen (see 2 on above figure).

3) If you experience any problems opening the Add Segment tab please notify Mark

Cardarelli immediately by emailing him at [email protected].

1 2

Selecting the Location of Proposed Work –

1) After clicking on the Add Segment tab you will be redirected to a new window (see

above figure)

2) In this window you will be prompted to supply COBUCS with the name of the street you

wish to perform work on.

A. The name of the street may be abbreviated.

B. The COBUCS program will not recognize misspelled street names so it is a good

idea to write out only as much of the name as you know.

C. Do not add suffixes to the street name (St, Ave, Sq, Ct, etc). COBUCS will supply

the appropriate suffixes in the verification process.

3) Once you have the street name entered into the appropriate field, hit the ENTER or

RETURN key on your keyboard.

Verifying the Location of Proposed Work –

1) Upon entering the name of the street you wish to perform work on, you will be given a

selection of streets with similar names to choose from. Verify which street you wish to

perform work on by clicking on the appropriate street name.

A. Take care in selecting the correct street name. There are many streets throughout

the City of Boston that share the same name. A two-letter code may be present at

the end of the street name to signify which district the street resides.

B. If you are given only one choice for verification it is likely that there is only one

street with the given name you entered. You must still verify the street you wish

to perform work on by clicking on the street name in the field list.

2) If the street you wish to perform work on is not shown in the verification field list, double

check your spelling. If needed, enter only the partial name of the street you wish to

perform work on in the Street Name Starts With field.

A. For Washington St you needn’t write out Washington in the street name field.

Instead you can write Wash. COBUCS will supply you with a number of streets

that match what you entered.

B. For streets that contain a prefix, such as St Botolph St, you may need to write out

the prefix. In this case St Botolph may need to be written as Saint Botolph or vice

versa.

Selecting the Limits of Proposed Work –

1) Once the street has been verified you will be asked for limits of the work to be

performed.

2) To begin, scroll through the list of cross streets provided under the Limit field until you

come to the starting location of work (see above figure).

A. If you do not see the beginning cross street listed in the Limit field it may be

labeled under a cross street at the same intersection. Verify the location limits of

work and see if another street intersects the location you wish your work to begin

at.

B. You may be required to extend the limits of your proposed work if the proposed

work enters into the intersection of a cross street.

3) Once you have found the beginning of your proposed work limits, click on the name of

the cross street. The cross street should be highlighted once it is selected.

4) If you experience any problems opening the Limits tab please notify Mark Cardarelli

immediately by emailing him at [email protected].

Selecting the Limits of Proposed Work Con’t –

5) To select multiple segments, extending the proposed area of work, hold down the SHIFT

or CTRL (control) button on your keyboard and click on the appropriate cross street that

will encompass the propose work (see 1 & 2 on above figure).

6) If your work takes place at a single address, choose the limits that extend before and after

your proposed work location.

7) When submitting a street for proposed work, be sure that the cross streets or segments

selected fully encompass the project. You may choose to extend the limits of your

proposed work on COBUCS to ensure that your company’s project remains between the

specified cross streets in the selected segment.

8) Once you have selected the limits of your proposed work, a green arrow with the street

limits will appear at the top of the Limit field (see 3 on above figure).

9) Confirm that your limits are correct by clicking on the green arrow to the left of your

limit verification (see 3 on above figure).

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Click Initial Limit (1)

Click Ending Limit (2)

Hold down SHIFT

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Entering Actual Length (in Linear Ft) of Work –

1) After verifying the segments of work you will be redirected to a new tab labeled

Information. Here you will be asked for specific information regarding the location, size,

and estimated time frame of your proposed work.

2) The given Length of Repair is the entire length, in linear feet, between the two Limits you

selected.

A. If your company intends to do patch work at a specific address, please provide the

estimated length, in linear feet, of the work to be performed. Simply replace the

current length listed in the Length of Repair with the accurate estimated length of

work. If your company wishes to perform multiple cuts within the length of

service, please give the sum length, in linear feet, of all locations.

B. The Length of Repair should reflect the estimated length of repair your company

will be requesting on the permit application.1

3) If you experience any problems opening the Information tab please notify Mark

Cardarelli immediately by emailing him at [email protected].

1 While COBUCS would like to have an accurate measurement of the proposed work, there will be certain instances where

you may not be able to ascertain the actual length and may use the given segment length as your entry. COBUCS’ is main

goal is to let the City know there is work between the segments. Obviously, when submitting the card for permit application

required by the PWD you are required to provide the accurate cut measurements.

Entering Actual Address of Work –

1) Once you have entered the estimated length of the proposed work, enter the specific

house address, or range of addresses, where the proposed work is to take place (see 1 on

above figure). This will allow for a more defined view of exactly where your company

intends to perform work.

2) The Location/Address field should reflect the address your company will be requesting

on the permit application

Entering Estimated Start and Completion Dates of Work –

1) After entering the address(s), or address limits, enter the date of entry into the Estimated

Start Date field (see 2 on above figure).

A. Whether your company is entering work planned for the following year, the

following month, or the following week, the Estimated Start Date field should

always be the day the work was entered into COBUCS.

B. By entering the date of entry as the estimated starting date you allow the City to

coordinate with you more efficiently.

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Entering Estimated Start and Completion Dates of Work Con’t –

1) When entering data into COBUCS regarding your company’s long-term planned projects,

it is recommended that you extend your proposed completion date to the end of the

construction season (see above figure), regardless of your actual planned completion

date.

A. When your company finishes the work on the proposed work location, the actual

date of completion can be entered into the COBUCS program.

B. On any proposed capital projects your company has scheduled for the following

year, it is mandatory that you enter the information right away using the date of

entry as your start date. This will allow the City to know that you have proposed

major work coming up in case it has plans to work on the street.

2) When you enter the estimated start and completion date of a proposed project, COBUCS

reserves the location of proposed work for your company.

A. If the City reserves a street before your company requests work for that location,

COBUCS will show a conflict upon submitting the proposal. This does NOT

mean you will be unable to perform the work. The City will coordinate with your

company to allow work to be performed prior to the City’s work.

3) If you experience any problems entering the Estimated Start/End Date(s) please notify

Mark Cardarelli immediately by emailing him at [email protected].

Entering the Type of Work to be Performed –

1) COBUCS has been designed to cater to your own company’s needs. As such, your

company should have submitted a list of Repair Types for you to select from when

entering proposed work into COBUCS.

A. To view your company repair types, click on the drop-down icon to the right of

the field (see above figure).

B. If the Repair Type field is empty when you open the drop-down tab verify that

your company has supplied the Boston Public Works Department with the

necessary information and notify Mark Cardarelli immediately by emailing him at

[email protected].

C. You MUST enter a Repair Type from the available choices in the drop-down

field. If the appropriate option does not exist for the proposed work, notify Mark

Cardarelli so that the option can be added to your company’s Repair Type field.

2) By entering the Repair Type in the Information tab, you are indicating the general work

to be performed at the selected location. This information should reflect the type of repair

your company will be requesting on the permit application.

Entering a Reference Code –

1) The final step before entering your proposed location into COBUCS is to add an Internal

Reference so that your company is better able to location the proposed work (see 1 on

above figure).

A. Utility Companies and Private Contractors may use any code their company

chooses to best reference the work to be performed. It is recommended that your

company use its Work Order number system where applicable.

B. Site Plan Engineers must supply the contact name and phone number of the

point person for the project in the Internal Reference Field so that the City

can Coordinate where necessary.

2) Once you have entered your chosen Internal Reference, click on the Save Info icon at the

bottom of the window. Once the proposed work has been submitted there is no way to

edit the information, so take care to double check all information before submitting.

3) If at any point in the input process you wish to change the limits of work, you can go

back to the Street and Limit windows by clicking on the appropriate tab (see 2 on above

figure).

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Conflicts on Proposed Work Locations –

1) If you enter a location that falls within either a Guaranteed Street limit, or else an area

listed on the City of Boston’s future and proposed Capital Projects, the segment you

entered will be considered a Conflict, the street will become highlighted in red (see 1 on

above figure), and a pop-up window telling you why the location is in conflict will

appear.

A. If the proposed work takes place on, or crosses through, a Guaranteed Street, your

company will be responsible for paying the complete restoration costs for that

area.

B. If the proposed work takes place on a proposed City of Boston Capital

Project, contact Mark Cardarelli immediately by emailing him at

[email protected].

Note: Immediately notifying PWD may allow Mark to coordinate with the City

Engineer to allow the work to take place before resurfacing commences.

2) If a street is listed as being in Conflict it does NOT mean you will be unable to perform

the work. The City will coordinate with your company to allow work to be performed

prior to the City’s work commencing, where possible.

A. To continue your entry, click on the OK button (see 2 on above figure)

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Viewing Details of Proposed Work Entered –

1) You are able to view the information you entered when adding a new proposed work

location by clicking on the Extension icon located to the left of your proposed work entry

(see 1 on above figure).

A. If at any point you discover incorrect information while reviewing your proposed

work locations, you must delete the proposed work entry and re-enter the work.

Be sure to double-check all of the information before saving the information.

2) The explanation for why the proposed work is listed as being in Conflict will be noted in

the Conflict section of the entry review (see 2 on above figure).

A. On any proposed work that COBUCS determines is in conflict with our

Guaranteed Street List, your company will be denied a permit for that location.

B. If your company wishes to appeal the denial, they may submit to Commissioner

Michael Dennehy of Public Works Department, detailing the reasons and

justification for the need to breach a Guaranteed Street.

C. On any proposed work that COBUCS determines is in conflict regarding the

City’s ARP, CRP, Recon, or ERP lists, you must IMMEDIATELY contact Mark

Cardarelli by emailing him at [email protected] AND call the Public

Works office at 617-635-4951.

1 2

Record Number for Public Works Permit Branch Review –

1) Within the details of your entered proposed work there is a Record entry (See above

figure)

A. This Record entry is the reference number used by the Public Works Permit

Branch to verify your company’s proposed work has been entered into COBUCS.

This Record number will be requested by the Permit Branch before any Permit

will be issued.

B. Using a false Record number, or using a number for work not pertaining to the

particular permit application will be seen as an egregious offense and no permits

will be issued to your company. A meeting with Commissioner Michael Dennehy

will be held to determine the course of action to follow.

2) Even if your proposed work is listed as in Conflict, do not remove the work location from

COBUCS. The City of Boston will try to work with your company to allow work where

able.

3) For locations that are NOT listed as in Conflict your company is able to request a permit

immediately. Your company will still be responsible for all permit application processes,

including but not limited to Jackie’s Law permits, BTD regulations, and the City of

Boston Permit Application processes as outlined in the Rules and Specifications for the

City of Boston.

Updating Permitted Work –

1) Proposed work entries that are without Conflict are not in conflict with City of Boston

planned, proposed, active, or guaranteed work. Your company will NOT receive notice if

another utility intends to perform work at the location you have proposed.

A. Locations without conflict are now included in your proposed Capital Plans.

B. If the City enters a street location into COBUCS for a proposed Capital Project

that falls within the limits of your proposed work, COBUCS will notify the City

that it must coordinate with your company before any possible Capital Project is

able to take place.

C. Conflicting work between utilities is not recorded so that utility companies cannot

fish for areas of work by requesting work on a street to see whether or not they

conflict with another utility’s work.

Updating Permitted Work Con’t –

2) On all proposed work entered into COBUCS that is not met with some form of Conflict,

the entry will automatically be labeled as Proposed in the Progress field (see 1 on above

figure).

A. Once your company has successfully completed the permit application process

and has been issued a permit you should alter the Progress of the proposed work

to reflect that the location is now permitted (see 2 on above figure).

B. If your company intends to do work immediately after receiving a permit from the

Permit Branch, change the status to In Progress

C. For major projects requiring a large amount of clearance review by other utilities,

it is recommended that your company notify the other utilities at the City of

Boston Monthly Utility Coordination Meeting.

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Updating Permitted Work Con’t –

3) On work that has been issued a permit by the City of Boston Public Works Permit

Branch, attach the permit number to the work by highlighting the entry, typing the seven

digit code into the PWD field (see 1 on above figure), and pressing the Submit icon.

A. You can change the information in the Progress and PWD fields as many times as

needed, however once you submit the entry as Completed you will be unable to

change the entry’s progress further.

4) When completing work, be sure to enter the date the work was completed into the

Complete field (see 2 on above figure). By changing the status of the work to Complete

you are stating that your company has finished its repairs and has no further work to

complete using the permit number provided for that location.

5) By clicking on the Submit icon (see 3 on above figure), COBUCS will update the

information entered into the Progress, PWD, and Completed fields.

A. By entering a date into the Complete field and setting your Progress as completed

you are freeing that street, allowing the Public Works Department to once again

schedule a Capital Program in the future for that location.

B. If you have multiple permits at the same address, enter the information into

COBUCS for each permit individually. Jackie’s Law Permits do not need to be

issued into COBUCS.

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Removing Entries Entered Into COBUCS –

1) If for some reason you need to remove an entry from COBUCS, often due to work being

canceled or inaccurate entries, simply select the entry and click on the Delete Segment

icon located at the top left of the window (see 1 on above figure).

A. You will be prompted to verify that you wish to remove the entry permanently.

This cannot be undone if you select Yes.

B. If you accidentally remove an entry you wished to keep, you must re-enter the

information for that location once more into COBUCS. There is no recovery

system for deleted entries.

2) Please do not remove completed entries. The Public Works Department is working on a

system to automatically remove Completed work from your entry table.

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Clearing City of Boston PWD Proposed Capital Project Work –

1) Prior to COBUCS, clearing a Proposed City Capital Project involved an often complex

and confusing transfer of spreadsheets back and forth. Now, with COBUCS you are able

to submit your clearance review in just two simple steps!

2) To begin the clearance process start by selecting the City Clearance icon on the COBUCS

starting menu (see above figure).

3) If you experience any problems opening the City Clearance tab please notify Mark

Cardarelli immediately by emailing him at [email protected].

Clearing CoB PWD Proposed Capital Project Work Con’t –

1) Within the City Clearance window there will be a number of streets the City of Boston is

requesting clearance on. It is your responsibility to review the limits of work for each

location and verify that your company has absolutely no work needing to be performed

within the proposed limits.

A. If your company has proposed work that falls within the City of Boston’s Capital

Project location limits that information should already be entered into the

COBUCS program under your Capital Plans.

B. By entering your proposed work into your Capital Plans the Public Works

Department will receive notice of your conflict.

2) If, after verification, your company has no work to perform within the proposed limits

you can clear the street by selecting the Clear icon on the top right of the window (see

above figure).

A. Clearing a street cannot be undone. If you receive work within the limits of

proposed work after clearing the street you must contact Mark Cardarelli

immediately by emailing him at [email protected].

B. Delaying the deferral of proposed work even a single day by not entering your

work into COBUCS could mean the difference between having your company’s

work completed prior to the City Project being completed, and being restricted

from the location until the Guarantee period has passed.

Reviewing COBUCS Reports –

1) COBUCS offers three reports to be reviewed to better aid your company.

A. The Guaranteed Street List

B. City of Boston’s Capital Plans

C. Your Company’s Capital Plans

2) To view a report, select the Reports icon on the COBUCS starting menu (see

above figure).

3) If you experience any problems opening the Reports tab please notify Mark

Cardarelli immediately by emailing him at [email protected].

Reviewing COBUCS Reports Con’t –

4) COBUCS has made available an updated list containing the City of Boston’s

Guaranteed Street List (see 1 on above figure). A Guaranteed Street is a street that

has been paved within the past five years.

A. Streets listed as being Guaranteed are restricted from utility work until the

Guarantee Period has ended.

B. On any proposed work that COBUCS determines is in conflict with our

Guaranteed Street List, your company will be denied a permit for that location.

C. If your company wishes to appeal the denial, they may submit to the

Commissioner of Public Works, Michael Dennehy, detailing the reasons and

justification for the need to breach a Guaranteed Street.

5) By viewing the Guaranteed Street List your company will be able to know in

advance which streets can and cannot be worked on. This will save your company

time, and will allow for no surprises when requesting a permit from the Public

Works Permit Branch.

6) To view a report, click on the icon just left of the selection (see 2 on above

figure).

7) COBUCS also allows your company to open a printable report detailing the City

of Boston’s proposed Capital Plan, as well as a copy of your own company’s

Capital Plan (see 3 on above figure).

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